Client Relationship Manager

Farther · Onsite - Greensboro, GA

Pay

$65k–170k

Setting

On-site

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Client Relationship Manager Onsite - Greensboro, GA Apply Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role As the Client Relationship Manager, you're the centralized point of contact for clients and a key partner to the financial advisor. You'll ensure that every aspect of the client experience—before, during, and after meetings—is organized, proactive, and seamless. This role keeps the advisor fully informed and prepared so they can focus on advice and planning, while you make sure clients feel known, cared for, and confident in the firm. Your Impact Serve as the central relationship manager and primary contact for all client service requests on behalf of the financial advisor Manage day-to-day client care including answering phones, responding to emails, scheduling meetings, following up on action items, and tracking tasks to completion Coordinate all aspects of client onboarding including new account setup, transfers, and document collection Work directly with custodians and third-party providers to process account changes, money movements, and service requests with accuracy and timeliness Prepare the advisor for client meetings by gathering reports, statements, notes, and follow-up items, then ensure post-meeting tasks are completed Monitor client accounts and service activity, proactively identifying issues or opportunities and communicating them to the advisor Maintain up-to-date client records in CRM, internal portal, and custodial platforms, documenting interactions, next steps, and key client preferences Support ongoing client communication efforts such as check-in emails and event follow-ups so clients feel regularly engaged and supported Maintain confidentiality regarding all client-related information. The Ideal Match Significant experience in a client-facing support role within financial services, preferably at an RIA or wealth management firm Strong relationship-building skills with the ability to build trust and rapport with clients while representing the advisor and the firm Highly organized and detail-oriented with the ability to juggle multiple client requests and deadlines without losing track Comfortable owning all aspects of client care—coordinating people, information, and tasks in a fast-paced environment Skilled with CRM and custodial platforms with the ability to learn new systems quickly and maintain clean, accurate data Positive, professional communication style and a strong sense of ownership over the client experience Excellent with confidentiality and discretion A structured and orderly approach to daily operations is essential, requiring a highly detail-oriented work style with excellent follow-through and fact-finding skills Bonus Points CFP designation or background in financial planning, tax, or accounting Experience with portfolio management and rebalancing Interest in growing into a wealth advisor role over time Background working in a small town or retirement community environment Experience managing workflows between in-office and remote service teams Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand—potential to elevate into an advisory role for the right candidate Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk! Create a Job Alert Interested in building your career at Farther? Get future opportunities sent straight to your email. Create alert Apply for this job * indicates a required field Autofill my application First Name* Last Name* Preferred First Name Email* Phone Country* Phone* Resume/CV* Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Cover Letter Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Where are you currently located? * Are you able to commit to an in-person office schedule in Greensboro, GA?* Select... What are your compensation expectations? * Do you now, or will you in the future, require working authorization or a work visa to work in the US?* Select... LinkedIn Profile Website How did you hear about Farther? Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. Gender Select... Are you Hispanic/Latino? Select... Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. 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Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... 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